The Australian Prudential Regulation Authority’s recent statistics on SMSF funds showed there were 595,840 SMSFs operating in Australia, holding $712 billion in assets. The recent revelations from the banking royal commission around the lack of transparency of retail funds’ investments and their tendency to focus on profit rather than the interests of members is likely to only drive more people to set up their own funds.
What matters most to you
At Lifespan Financial Planning, our advisers can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security. Our approach remains consultative at all times, with the end goal of setting you on the path towards financial well-being.
Our team of professional financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.
The real value of advice goes beyond a simple product recommendation. Clients need to look beyond pure dollars and cents and weigh the costs of advice against the peace of mind, discipline, structure, and greater certainty of a secure financial future when assessing the true value of advice. This is particularly relevant in times of volatile and uncertain markets when the true value of advice is really tested.